2013-09-05T15:24:23-05:00 2012-12-31 BKD LLP 910 E ST LOUIS 200/PO BOX 1190 SPRINGFIELD MO 658062523 990 2012-01-01 860335417 TEMPE LIFE CARE VILLAGE INC % TERRY BELLES TEMP 4808310880 2645 E SOUTHERN AVENUE Suite TEMPE AZ 852827649 TERRY BELLES 4808313225 2013-08-05 true Brian D Todd 4178658701 2012 2016-02-24 21:20:13Z FRIENDSHIP VILLAGE OF TEMPE COLE MARVIN 2645 E SOUTHERN AVENUE TEMPE AZ 852827649 58369387 false X WWW.FRIENDSHIPVILLAGEAZ.COM X 1976 AZ TO BE KNOWN AS THE LEADING RETIREMENT COMMUNITY THAT EMBRACES INDIVIDUALITY WHILE DELIVERING AN INNOVATIVE AND COMPASSIONATE ENVIRONMENT IN WHICH TO LIVE AND WORK. 11 11 599 200 0 0 971778 595956 33532436 33739100 809056 1668840 23707 -2579887 35336977 33424009 0 0 0 0 17168284 18089502 0 0 0 20535085 19665180 37703369 37754682 -2366392 -4330673 124339870 120959797 146970715 147476338 -22630845 -26516541 X FRIENDSHIP VILLAGE TEMPE LIVES OUR LIFE-CARE PROMISE IN A COMMUNITY WHERE RESIDENTS AND STAFF ARE ENGAGED IN ENJOYING LIFE AS ONE. false false 15066739 24108828 THE ORGANIZATION PROVIDES INDEPENDENT LIVING FACILITIES TO RESIDENTS. FRIENDSHIP VILLAGE IS AN ACTIVE SENIOR LIVING COMMUNITY. INDEPENDENT LIVING OFFERS RESIDENTS THE OPTION OF A SPACIOUS SENIOR APARTMENT OR A GARDEN HOME. BOTH OPTIONS PROVIDE OPEN FLOOR PLANS AND A WIDE VARIETY OF SERVICES AND AMENITIES. SERVICES OFFERED INCLUDE: PAID UTILITIES, HOUSEKEEPING AND LAUNDRY SERVICES, MAINTENANCE, 24-HOUR SECURITY, AND TRANSPORTATION. AMENITIES AVAILABLE TO RESIDENTS INCLUDE: MULTIPLE DINING OPTIONS, SPACIOUS COMMON AREAS, FULLY STAFFED FITNESS CENTER, A RECREATION ROOM, ARTS AND CRAFTS, COMPUTER LAB WITH TRAINING CLASSES, LIBRARY, AND AUDITORIUM. 12737563 6995658 THE ORGANIZATION PROVIDES SKILLED NURSING CARE TO RESIDENTS. THE FRIENDSHIP VILLAGE TEMPE HEALTH CARE CENTER PROVIDES COMPREHENSIVE SKILLED NURSING CARE. THERE IS A DEEP COMMITMENT TO PROVIDING THE BEST NURSING CARE POSSIBLE, INCLUDING SERVICES THAT RANGE FROM ASSISTANCE WITH DAILY ACTIVITIES TO INTENSIVE REHABILITATION PROGRAMS IN A COMFORTABLE, RELAXED SETTING. FOR THOSE THAT EVER NEED THE SERVICES OF THE HEALTH CARE CENTER, THEY RECEIVE CARE FROM PEOPLE THEY KNOW AND TRUST. IT GOES WITHOUT SAYING THEY'RE TREATED WITH DIGNITY AND RESPECT. SEE SCHEDULE O FOR ADDITIONAL DETAILS. 4060905 2634614 THE ORGANIZATION PROVIDES ON-SITE ASSISTED LIVING TO RESIDENTS. FRIENDSHIP VILLAGE TEMPE OFFERS SECURE, COMFORTABLE ON-SITE ASSISTED LIVING APARTMENTS IN AN ATMOSPHERE THAT PROMOTES INDIVIDUAL WELL-BEING. FRIENDSHIP VILLAGE TEMPE PROVIDES ASSISTANCE WITH DAILY LIVING ACTIVITIES BASED ON EACH RESIDENT'S NEEDS, AND FULL ACCESS TO THE FRIENDSHIP VILLAGE CAMPUS. IF ADDITIONAL SENIOR CARE IS NEEDED, RESIDENTS HAVE ACCESS TO SKILLED NURSING AND MEMORY CARE AS PART OF THEIR LIFE CARE PLAN. SEE SCHEDULE O FOR ADDITIONAL DETAILS. 31865207 true true false true false false false false false false true false false false true false true false false false false false false false false false false false false false true false false false false false false false false false false false false false false false true false false false true 108 0 true 599 true false false false false false false false false false false X 11 11 false true false false false false false true false false false true true true true true true false true false AZ X TERRY BELLES 4808313225 2645 E SOUTHERN AVENUE TEMPE AZ 852827649 X MR DON CASSANO 1.0 0.0 X X 0 0 REV DR JANE TEWS 1.0 0.0 X X 0 0 MR JOHN BENEDICT 1.0 1.0 X X 0 0 MS ELLEN CAVANAUGH 1.0 0.0 X X 0 0 MR JAMES D BEATON 1.0 0.0 X 0 0 MR G ROBERT EUBANKS 1.0 0.0 X 0 0 REV FRANK WHITE 1.0 0.0 X 0 0 MR GARY L RICHARDSON 1.0 0.0 X 0 0 MR MARC PULSIFER 1.0 0.0 X 0 0 MR ZENUS PRUST 1.0 0.0 X 0 0 MR THOMAS LORIG 1.0 0.0 X 0 0 MS TERRY BELLES 40.0 0.0 X 88152 9022 MR COLE MARVIN 40.0 0.0 X 0 0 ADELMINA MANECLANG 70.0 0.0 X 107975 8204 196127 0 17226 1 false false false LIFE CARE SERVICES LLC MANAGEMENT SERVICES 797155 AJ GALLAGHER RISK MGMT SERVICES INSURANCE BROKERS 580510 SUMMIT THERAPY LLC THERAPY PROVIDER 516177 MORRISON SENIOR DINING FOOD SERVICE MGMT 369625 GLYNNDEVINS MARKETING SVCS MARKETING SERVICES 315180 8 136388 459568 595956 NET PATIENT SERVICE REVENUE 623000 32258258 32258258 CAFETERIA INCOME 722210 1073475 1073475 OTHER RESIDENT SERVICES 812900 268511 268511 OTHER INCOME 623000 52209 52209 GUEST ACCOMMODATION 721000 86647 86647 33739100 536941 536941 85413 85413 0 24053 24053 0 24053 24053 25991864 24945378 1046486 1046486 1046486 0 0 0 LOSS ON DEBT EXTINGUISHMENT 900099 -2603940 -2603940 -2603940 33424009 33739100 -911047 0 0 0 0 97174 97174 0 14325826 13027538 1298288 149887 127160 22727 2434831 2212424 222407 1081784 982028 99756 995594 321836 673758 66703 66703 64972 64972 0 0 0 1149910 1009191 140719 519617 15502 504115 3906825 3563499 343326 65367 65367 0 1986067 1554533 431534 116620 88222 28398 0 33684 20766 12918 4168002 3512363 655639 0 5441626 4585643 855983 250665 250665 BAD DEBT 168011 168011 MEDICAL SUPPLIES & DRUGS 452649 452649 LICENSES, DUES, SUBSCRIPTIONS 163719 130434 33285 EMPLOYEE EXPENSES 95773 77081 18692 19376 16327 3049 37754682 31865207 5889475 0 194018 2204052 1968433 1382706 0 0 1282309 1336894 0 0 0 0 0 0 149771 202476 303813 312499 153220548 63341552 92806526 89878996 25819420 23775931 0 0 0 0 0 0 1815580 1866243 124339870 120959797 3767276 2615020 0 0 65551697 66260889 76179682 76842049 0 0 0 0 0 0 0 0 1472060 1758380 146970715 147476338 X -22828302 -26790520 197457 273979 0 0 -22630845 -26516541 124339870 120959797 X -4330673 432995 11982 X false true X true false X 419012 295270 671636 971778 595956 2953652 30591253 31832282 31347463 32108625 33739100 159618723 0 0 0 31010265 32127552 32019099 33080403 34335056 162572375 0 0 0 162572375 990168 735921 625726 732664 646407 3730886 0 990168 735921 625726 732664 646407 3730886 0 0 32000433 32863473 32644825 33813067 34981463 166303261 0.97757 0.97442 0.02243 0.02558 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false false false false false false true false OTHER LOBBYING ACTIVITIES SCHEDULE C, PART II-B, LINE 1(i) THE ORGANIZATION IS A MEMBER OF LEADING AGE AT BOTH THE NATIONAL AND STATE OF ARIZONA LEVEL. PART OF THE PURPOSE OF THESE ORGANIZATIONS IS TO DIRECT, DEVELOP, OR AFFECT PUBLIC POLICY AND LEGISLATION WITH REGARDS TO HEALTH CARE ISSUES. THE AMOUNT SPENT ON DUES ALLOCABLE TO LOBBYING ACTIVITIES IS NOT SPECIFICALLY KNOWN; HOWEVER, SUCH AMOUNTS ARE INSUBSTANTIAL. 0 1787642 1787642 0 134368207 52042174 82326033 0 422125 293052 129073 0 11448024 7549381 3898643 0 5194550 3456945 1737605 89878996 0 REFUNDS IN PROCESS 885523 DEPOSITS AND ADVANCE PMTS 308826 CRAT AND ANNUITY LIABILITIES 564031 1758380 33868986 432995 11982 444977 33424009 33424009 37754682 37754682 37754682 UNCERTAIN TAX POSITIONS SCHEDULE D, PART X, LINE 2 MANAGEMENT HAS EVALUATED THEIR INCOME TAX POSITIONS UNDER THE GUIDANCE INCLUDED IN ASC 740. BASED ON THEIR REVIEW, MANAGEMENT HAS NOT IDENTIFIED ANY MATERIAL UNCERTAIN TAX POSITIONS TO BE RECORDED OR DISCLOSED IN THE FINANCIAL STATEMENTS. OTHER REVENUE INCLUDED ON LINE 1, BUT NOT ON FORM 990, PART VIII, LINE 12 SCHEDULE D, PART XI, LINE 2D ACTUARIAL CHANGE IN SPLIT-INTEREST AGREEMENTS $11,982 A INDUSTRIAL DEVELOPMENT AUTHORITY OF TEMPE AZ 860439481 87972MAD4 2012-03-22 72926983 REFINANCE OUTSTANDING BONDS true false false A 0 13283000 72926983 5416563 0 71483431 1443552 0 0 0 0 0 2012 true true true true A false false false false 0.00000 0.00000 0.00000 true false false false A false false false true false false 0 false 0 false false A true REBATE COMPUTATION SCHEDULE K, PART IV, LINE 2C THE REBATE COMPUTATION WAS PERFORMED ON 8/17/2012. SKILLED NURSING CARE FORM 990, PART III, LINE 4B LIKE ASSISTED LIVING, SKILLED NURSING IS AVAILABLE TO RESIDENTS OF FRIENDSHIP VILLAGE, AS WELL AS TO NON-RESIDENTS IF SPACE IS AVAILABLE. IF EVER NEEDED, RESIDENTS ALSO HAVE ACCESS TO MEMORY CARE AS PART OF THEIR LIFE CARE PLAN. THE MONTESSORI PROGRAM FOR MEMORY CARE IS UNIQUE. THE FOCUS IS ON THE RESIDENT AS AN INDIVIDUAL AND CARE IS TAILORED AROUND THEIR SPECIFIC NEEDS. FRIENDSHIP VILLAGE TEMPE UNDERSTANDS AND APPRECIATES THE DIFFICULTIES FACED BY THE FAMILIES AND LOVED ONES OF THOSE SUFFERING FROM ALZHEIMER'S, DEMENTIA OR OTHER FORMS OF MEMORY LOSS. THESE CONDITIONS NOT ONLY AFFECT THE PERSON WHO HAS THEM, BUT ALSO THE PEOPLE AROUND THEM. THAT'S WHY THE FAMILY AND LOVED ONES OF RESIDENTS ARE INVOLVED IN THE PROGRAMS. THE BELIEF IS, WITH EVERYONE PARTICIPATING, THE RESIDENT'S EXPERIENCE WILL BE EVEN MORE POSITIVE AND MEANINGFUL. DEVELOPED WITH THE PRIMARY GOAL THAT EACH RESIDENT EXPERIENCE MEANINGFUL AND PURPOSEFUL ACTIVITIES, THE MONTESSORI-BASED DEMENTIA PROGRAM AT FRIENDSHIP VILLAGE MAINTAINS THE INDEPENDENCE, INDIVIDUALITY, PRIVACY, AND COMPANIONSHIP OF THE RESIDENT. THE STAFF HAS BEEN SPECIFICALLY TRAINED IN THE MONTESSORI PROGRAM, AND HAS A STRONG, CARING DESIRE TO PROVIDE RESIDENTS WITH A HIGHER QUALITY OF LIFE. ON-SITE ASSISTED LIVING APARTMENTS FORM 990, PART III, LINE 4C A WIDE RANGE OF ON-SITE THERAPY IS AVAILABLE, INCLUDING OCCUPATIONAL, PHYSICAL, AND REHABILITATIVE. AT THE NUNNENKAMP CENTER, RESIDENTS HAVE A CUSTOMIZED TREATMENT PLAN BASED ON INDIVIDUAL NEEDS. THE HIGHLY TRAINED STAFF HAS EARNED A STELLAR REPUTATION FOR THEIR COMMITMENT TO SENIOR CARE AT THE COMMUNITY. DELEGATION OF MANAGEMENT DUTIES FORM 990, PART VI, SECTION A, LINE 3 TEMPE LIFE CARE VILLAGE HAS A MANAGEMENT CONTRACT WITH LIFE CARE SERVICES, LLC ("LCS"), UNDER WHICH LCS PROVIDES MANAGEMENT SERVICES INCLUDING, BUT NOT LIMITED TO, MARKETING, HUMAN RESOURCES, ACCOUNTING, INFORMATION TECHNOLOGY SERVICES, CLINICAL OVERSIGHT AND INSURANCE. IN ADDITION, LCS PROVIDES COMPENSATION FOR TEMPE LIFE CARE VILLAGE'S EXECUTIVE DIRECTOR AND ADMINISTRATOR OF RESIDENT SERVICES. TEMPE LIFE CARE VILLAGE ALSO REIMBURSES LCS WITH MONTHLY MANAGEMENT FEES FOR THE COMPENSATION PAID AND OTHER SERVICES PROVIDED. COMMITTEE DOCUMENTATION FORM 990, PART VI, SECTION A, LINE 8B THERE IS NO FORMAL DOCUMENTATION OF THE COMMITTEE MEETINGS AND ACTIONS. HOWEVER, EACH COMMITTEE REPORTS ITS ACTIVITY FOR THE MONTH AT EACH MONTHLY BOARD OF DIRECTORS GENERAL MEETING. THESE REPORTS ARE DOCUMENTED IN THE MINUTES OF THE BOARD OF DIRECTORS GENERAL MEETING. FORM 990 REVIEW PROCESS FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM BASED ON AUDITED FINANCIAL STATEMENTS AND INFORMATION PROVIDED BY THE ACCOUNTING DEPARTMENT OF THE ORGANIZATION. A DRAFT OF THE 990 IS REVIEWED IN DETAIL BY THE SENIOR MANAGEMENT TEAM OF TEMPE LIFE CARE VILLAGE. AFTER THE INTERNAL REVIEW, A DRAFT COPY OF THE 990 IS PRESENTED TO THE FINANCE COMMITTEE OF THE BOARD OF DIRECTORS. FINALLY, A DRAFT COPY OF THE 990 IS E-MAILED TO ALL MEMBERS OF THE BOARD OF DIRECTORS PRIOR TO FILING. CONFLICT OF INTEREST POLICY COMPLIANCE FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST FORMS ARE DISTRIBUTED ANNUALLY TO THE BOARD OF DIRECTORS. THE SENIOR MANAGEMENT TEAM REVIEWS THOSE FORMS AND INFORMS THE CHAIRMAN OF THE BOARD OF ANY CONFLICTS OF INTEREST. IF A CONFLICT ARISES, THE AFFECTED BOARD MEMBER IS REQUIRED TO ABSTAIN FROM VOTING ON THE ISSUE. COMPENSATION DETERMINATION FORM 990, PART VI, SECTION B, LINES 15A & 15B THE ORGANIZATION'S MANAGEMENT COMPANY COMPENSATES THE CEO AND THE ADMINISTRATOR OF RESIDENT SERVICES. REIMBURSEMENT OF THEIR SALARIES AND OTHER COMPENSATION IS COVERED IN THE MANAGEMENT CONTRACT, WHICH THE BOARD APPROVED EFFECTIVE JANUARY 1, 2007. ANY INCREASES ARE APPROVED AS PART OF THE ANNUAL BUDGET PROCESS DESCRIBED BELOW. THE CHIEF FINANCIAL OFFICER'S COMPENSATION IS DETERMINED BY WAGE AND SALARY SURVEYS USED BY THE ORGANIZATION'S HUMAN RESOURCES DEPARTMENT. IT IS APPROVED AS PART OF THE GENERAL BUDGET APPROVAL PROCESS BY THE BOARD FINANCE COMMITTEE AND THE ENTIRE BOARD OF DIRECTORS. APPROVAL IS RECORDED IN THE BOARD MEETING MINUTES IN NOVEMBER OF EACH YEAR. GOVERNING DOCUMENT AVAILABILITY FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S ARTICLES OF INCORPORATION AND BYLAWS, INCLUDING THE CONFLICT OF INTEREST POLICY, ARE FILED WITH THE ARIZONA CORPORATION COMMISSION. FINANCIAL REPORTS ARE PART OF THE ARIZONA DEPARTMENT OF INSURANCE ANNUAL REPORT AND ALSO REPORTED ON THE NRMSIRs (EMMA). EXECUTIVE DIRECTOR COMPENSATION FORM 990, PART VII, SECTION A THE ORGANIZATION'S EXECUTIVE DIRECTOR IS COMPENSATED BY A MANAGEMENT COMPANY. SEE SCHEDULE O NARRATIVE FOR FORM 990, PART VI, SECTION B, LINES 15A & 15B FOR ADDITIONAL INFORMATION. OTHER CHANGES IN NET ASSETS FORM 990, PART XI, LINE 9 ACTUARIAL CHANGE IN SPLIT-INTEREST AGREEMENTS $11,982 FRIENDSHIP VILLAGE OF TEMPE FOUNDATION 2645 E SOUTHERN AVE TEMPE AZ 85282 860564702 FUNDRAISING AZ 501(C)(3) 11C III NA false false false true false false false false false false false false false true true false false false false false